Reframing an Alternative Investment Firm to be about
delivering alpha from anomalies

Challenge

Wealthspring Capital, a New York based investment management firm, was experiencing organic success with a single product strategy on SPACs and strong personal relationships.

To project a long term vision and set the foundation for future portfolio growth, we needed to take the business and brand to the next level.

Solution

We created new brand identity system, overhauled the website and pitchbook collateral, and established a comprehensive go-to-market strategy across PR, content marketing, industry events, social media, and LinkedIn lead gen marketing.

We changed the narrative on how to position our SPAC strategy while building a brand that lives at the intersection and seemingly opposite forces, defending capital while delivering performance, established with a new tagline “Engineers of Alpha.”

Results

• AUM increased from $200M to $800M in less than 1 year

• Referral rate and  close rate improved significantly

• Elevated client perceptions of long term vision and trust